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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$27.50 -0.17 (-0.60%)
As of 03:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Number of
Institutional Buyers
(last 12 months)
235
Total
Institutional Inflows
(last 12 months)
$732.27M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$120.01M
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DFGR Institutional Buying and Selling by Quarter

Dimensional Global Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2025Morris Financial Concepts Inc.60,583$1.66M0.6%+8.5%0.059%
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors123,283$3.37M0.2%N/A0.120%
10/21/2025SJS Investment Consulting Inc.265,321$7.25M1.0%+12.4%0.258%
10/21/2025My Personal CFO LLC28,078$767K0.3%N/A0.027%
10/20/2025Mattern Wealth Management LLC102,885$2.81M0.6%+5.8%0.100%
10/20/2025LifeGuide Financial Advisors LLC2,186,062$59.00M21.7%+0.1%2.127%
10/17/2025Austin Private Wealth LLC18,193$497K0.0%+13.5%0.018%
10/17/2025WorthPointe LLC13,671$373K0.1%+40.2%0.013%
10/17/2025Private Wealth Management Group LLC546,215$14.92M4.1%+6.9%0.531%
10/17/2025Live Oak Private Wealth LLC12,908$353K0.0%+51.7%0.013%
10/17/2025Henrickson Nauta Wealth Advisors Inc.139,337$3.81M1.2%+16.5%0.136%
10/17/2025Total Wealth Planning LLC614,754$16.79M1.9%+7.9%0.598%
10/17/2025Client 1ST Advisory Group LLC20,112$549K0.2%-23.7%0.020%
10/17/2025Apella Capital LLC280,865$7.66M0.2%+8.4%0.273%
10/16/2025 Blue Trust Inc.37,463$1.02M0.0%+1.2%0.036%
10/16/2025 Shearwater Capital LLC21,555$589K0.3%+8.3%0.021%
10/15/2025 Vestia Personal Wealth Advisors86,701$2.37M1.3%+40.3%0.084%
10/15/2025 Brookstone Capital Management15,614$426K0.0%N/A0.015%
10/15/2025 Level Financial Advisors469,132$12.81M3.6%+9.9%0.457%
10/15/2025 CogentBlue Wealth Advisors LLC172,305$4.71M3.2%N/A0.168%
10/15/2025 Integris Wealth Management LLC555,499$15.17M3.7%+2.7%0.541%
10/14/2025 Tactive Advisors LLC92,727$2.53M0.7%N/A0.090%
10/14/2025 Great Waters Wealth Management717,379$19.59M2.3%+7.9%0.699%
10/14/2025 DiNuzzo Private Wealth Inc.1,688,254$46.38M5.3%+2.4%1.645%
10/14/2025 Farther Finance Advisors LLC88,540$2.42M0.0%+10.3%0.086%
10/14/2025 Market Street Wealth Management Advisors LLC51,568$1.41M0.2%+3.7%0.050%
10/14/2025 Meritas Wealth Management LLC62,313$1.70M0.8%+1.7%0.061%
10/14/2025 McGrath & Associates Inc.22,725$621K0.9%-6.7%0.022%
10/14/2025 Northwest Wealth Management LLC86,264$2.36M0.4%-4.6%0.084%
10/14/2025 Parkwoods Wealth Partners LLC57,022$1.56M0.5%N/A0.056%
10/14/2025 Dopkins Wealth Management LLC9,462$258K0.1%+13.6%0.009%
10/14/2025 Physician Wealth Solutions Inc.67,554$1.85M0.8%+17.0%0.066%
10/14/2025 Seaside Wealth Management Inc.22,488$614K0.2%-11.3%0.022%
10/14/2025 Brighton Jones LLC2,399,150$65.52M1.6%+8.1%2.338%
10/14/2025 Foster Group Inc.18,705$511K0.0%N/A0.018%
10/14/2025 Evanson Asset Management LLC413,890$11.30M0.7%+17.4%0.403%
10/14/2025 TCI Wealth Advisors Inc.2,258,395$61.68M3.7%+16.8%2.201%
10/14/2025 Rockwood Wealth Management LLC712,946$19.47M1.6%+33.2%0.695%
10/10/2025 HMV Wealth Advisors LLC7,875$215K0.1%N/A0.008%
10/10/2025 Ridgeline Wealth LLC46,873$1.28M0.9%+4.0%0.046%
10/10/2025 Shotwell Rutter Baer Inc174,862$4.72M3.1%+2.1%0.171%
10/10/2025 Signal Advisors Wealth LLC24,550$670K0.1%+5.5%0.024%
10/9/2025 Baker Tilly Wealth Management LLC90,872$2.48M0.6%N/A0.089%
10/9/2025 AdvisorNet Financial Inc196,131$5.36M0.3%+3.4%0.192%
10/9/2025 Capstone Wealth Management LLC17,260$471K0.4%+15.1%0.017%
10/9/2025 Sprinkle Financial Consultants LLC345,974$9.45M5.3%+1.8%0.338%
10/9/2025 U.S. Capital Wealth Advisors LLC13,246$362K0.0%+6.7%0.013%
10/9/2025 Bay Harbor Wealth Management LLC31,359$856K0.2%+10.7%0.031%
10/9/2025 Verisail Partners LLC794,083$21.69M9.2%+1.3%0.779%
10/9/2025 Wealth Advisors Northwest LLC80,055$2.19M1.1%+21.0%0.078%
10/8/2025 New Capital Management LP156,906$4.29M1.1%-9.9%0.154%
10/8/2025 Firethorn Wealth Partners LLC25,947$709K0.3%+5.3%0.025%
10/8/2025 Quantum Financial Advisors LLC654,445$17.87M2.2%-4.2%0.642%
10/8/2025 Silvia Mccoll Wealth Management LLC58,891$1.61M1.1%-2.1%0.058%
10/8/2025 Cypress Point Wealth Management LLC72,690$1.99M0.4%-35.6%0.071%
10/7/2025 McLean Asset Management Corp32,591$888K0.2%N/A0.032%
10/7/2025 KFG Wealth Management LLC51,440$1.41M0.2%+5.8%0.050%
10/6/2025 Keb Asset Management LLC62,818$1.72M0.4%+10.7%0.062%
10/6/2025 Peirce Capital Management LLC243,600$6.65M2.8%+0.9%0.239%
10/2/2025 Trust Co of the South87,016$2.38M0.4%-7.4%0.090%
9/26/2025Corient Private Wealth LLC967,509$25.96M0.0%-25.0%1.006%
9/23/2025RS Crum Inc.592,905$15.91M3.8%-13.0%0.616%
9/4/2025Osaic Holdings Inc.121,867$3.27M0.0%+29.6%0.127%
8/27/2025Orion Porfolio Solutions LLC74,663$2.00M0.0%+142.3%0.078%
8/26/2025Thrivent Financial for Lutherans12,231$328K0.0%N/A0.013%
8/18/2025Geneos Wealth Management Inc.44,613$1.20M0.0%+4.5%0.046%
8/15/2025North Ridge Wealth Advisors Inc.257,844$6.92M4.2%+6.1%0.268%
8/15/2025Corient Private Wealth LLC967,508$25.96M0.0%-25.0%1.006%
8/15/2025Captrust Financial Advisors62,339$1.67M0.0%-21.2%0.065%
8/15/2025Orion Porfolio Solutions LLC201,008$5.97M0.0%+552.2%0.209%
8/15/2025MML Investors Services LLC79,459$2.13M0.0%+15.3%0.083%
8/15/2025Great Valley Advisor Group Inc.18,997$509K0.0%N/A0.020%
8/15/2025Balanced Rock Investment Advisors LLC145,113$3.89M3.1%+55.3%0.151%
8/15/2025Bank of America Corp DE12,708$341K0.0%N/A0.013%
8/14/2025Jane Street Group LLC372,126$9.98M0.0%-22.3%0.387%
8/14/2025Raymond James Financial Inc.8,666$232K0.0%-76.5%0.009%
8/14/2025Betterment LLC112,861$3.03M0.0%+23.1%0.117%
8/14/2025Diversify Wealth Management LLC15,689$419K0.0%+47.4%0.016%
8/14/2025NewEdge Advisors LLC107,409$2.88M0.0%-6.5%0.112%
8/14/2025Acorn Wealth Advisors LLC11,154$299K0.1%+9.2%0.012%
8/13/2025GeoWealth Management LLC207,992$5.58M0.2%-1.7%0.216%
8/13/2025Parkworth Wealth Management Inc.31,135$835K0.6%+8.3%0.032%
8/13/2025EverSource Wealth Advisors LLC190,522$5.11M0.2%-2.9%0.198%
8/13/2025Beacon Pointe Advisors LLC39,113$1.05M0.0%-30.9%0.041%
8/12/2025Burk Holdings LLC188,519$5.06M3.2%N/A0.196%
8/12/2025Hill Investment Group Partners LLC89,663$2.41M0.3%+50.1%0.093%
8/12/2025Vawter Financial Ltd.13,685$367K4.1%-91.7%0.014%
8/12/2025Forum Private Client Group LLC156,087$4.19M1.6%+8.9%0.162%
8/12/2025Cooper Haims Advisors LLC127,560$3.42M1.7%+3.3%0.133%
8/12/2025JPMorgan Chase & Co.136,686$3.67M0.0%+0.7%0.142%
8/12/2025BWM Planning LLC35,119$942K0.3%+29.7%0.037%
8/12/2025Accordant Advisory Group Inc107,952$2.90M2.2%N/A0.112%
8/11/2025Copperleaf Capital LLC10,768$289K0.1%+10.3%0.011%
8/11/2025Wealthspire Advisors LLC2,463,983$66.11M0.4%+0.7%2.575%
8/11/2025Wescott Financial Advisory Group LLC957,645$25.69M2.5%-0.9%1.001%
8/11/2025Mosaic Family Wealth Partners LLC135,241$3.63M0.5%-10.9%0.141%
8/11/2025Foundation Wealth Management LLC PA34,284$920K0.4%-6.9%0.036%
8/8/2025KM Capital Management Ltd.39,683$1.07M0.5%+33.5%0.041%
8/8/2025Keyvantage Wealth LLC35,377$949K0.4%+2.0%0.037%
8/8/2025Creative Planning53,264$1.43M0.0%+2.7%0.056%
(Data available from 1/1/2016 forward)

DFGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGR shares?

During the previous two years, 269 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Forum Financial Management LP ($389.51M), Savant Capital LLC ($179.71M), JMG Financial Group Ltd. ($125.95M), Focus Partners Wealth ($84.94M), Wealthspire Advisors LLC ($66.11M), Brighton Jones LLC ($65.52M), and TCI Wealth Advisors Inc. ($61.68M).Learn more on Dimensional Global Real Estate ETF's institutional investors.

Which institutional investors have been buying Dimensional Global Real Estate ETF's stock?

Of the 262 institutional investors that purchased Dimensional Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($4.29M), Savant Capital LLC ($3.91M), JMG Financial Group Ltd. ($3.88M), LifeGuide Financial Advisors LLC ($2.19M), Brighton Jones LLC ($2.02M), TCI Wealth Advisors Inc. ($1.95M), and DiNuzzo Private Wealth Inc. ($1.69M).

How much institutional buying is happening at Dimensional Global Real Estate ETF?

Institutional investors have bought a total of 27,713,244 shares in the last 24 months. This purchase volume represents approximately $732.27M in transactions.

Which of Dimensional Global Real Estate ETF's major shareholders have been selling company stock?

Of the 82 institutional investors that sold Dimensional Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($1.37M), Corient Private Wealth LLC ($906.25K), Forum Financial Management LP ($372.80K), RS Crum Inc. ($217.96K), Quantum Financial Advisors LLC ($177.32K), Wescott Financial Advisory Group LLC ($159.76K), and Vawter Financial Ltd. ($151.77K).

How much institutional selling is happening at Dimensional Global Real Estate ETF?

Institutional investors have sold a total of 4,534,535 shares in the last 24 months. This volume of shares sold represents approximately $120.01M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 10/21/2025 by MarketBeat.com Staff
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